PotashCorp (NYSE:POT) and Mosaic (NYSE:MOS): Investing in The Fertilizer Crisis

Longer term, there will be pressure to produce more food. In turn, farmers will seek to boost crop yields. Fertilizers are one way to get there. There is plenty of room for growth here, as application rates remain well below recommended rates.
Of all the nutrients, potash has the greatest potential for growth. (...) Either way, both of these stocks are potential monsters. Potash and Mosaic could double their output by 2015 and 2020, respectively. About 75% of new supply coming online till 2020 is from these two titans. This provides a powerful way to increase earnings even if potash prices go nowhere. If prices do climb, then earnings will jump sharply.
(http://dailyreckoning.com/potashcorp-nysepot-and-mosaic-nysemos-investing-in-the-fertilizer-crisis/)